Unclaimed
Trevor Murphy is a financial professional with over 7 years of experience in the financial services industry. Trevor is currently registered with Investment Distributors, Inc. in Covington, KY, holding a Series 6 and Series 63 license. Trevor previously held positions with Equitable Distributors, LLC, Transamerica Capital, Inc. and Directed Services LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
KY
01/03/2024 - Present
Investment Distributors, Inc. (Covington KY)
NC
06/06/2022 - 12/11/2023
EQUITABLE DISTRIBUTORS, LLC (CHARLOTTE NC)
CO
04/18/2017 - 05/05/2022
TRANSAMERICA CAPITAL, INC. (DENVER CO)
IA
08/29/2016 - 04/05/2017
DIRECTED SERVICES LLC (DES MOINES IA)
BC
Issued 10/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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